Skip to content
Monday, November 09, 2026
Heisenberg Report

Heisenberg Report

Sign In Subscribe
  • Home
  • Markets
  • Economy
  • Politics
  • Weekly
  • Monthly Letters
  • Kitsch Register

Featured

Megaspeed Indeed. (Two Huangs Don’t Make A Right)

November 9, 2026November 9, 2026
  • Jensen Got Honey-Trapped

    November 8, 2026November 8, 2026
  • Rasputin Presiding

    November 8, 2026November 8, 2026
  • Inflation Week!

    November 8, 2026November 8, 2026

Markets

Weekly: Melodrama

November 7, 2026November 9, 2026
  • ‘Dem Fatale’ Crashes The AI Party

    November 6, 2026November 8, 2026
  • On Wall Street: Crash And F’in’ Burn

    November 5, 2026November 7, 2026
  • Did Democrats Just Kill ‘New 60/40’?

    November 5, 2026November 6, 2026
  • Um, Excuse Me, But Your Chips Are Bleeding

    November 5, 2026November 6, 2026

economy

Inflation Fatalism Has Set In

November 6, 2026November 8, 2026
  • Drunken Monkey Darts

    November 6, 2026November 8, 2026
  • ‘Tis The Season! For Temporary Fulfillment Jobs

    November 5, 2026November 6, 2026
  • Senseless Iran War Triggers BoE Hike, 5% Inflation Warning

    November 5, 2026November 5, 2026
  • Irrepressible

    November 4, 2026November 5, 2026

Geopolitics

Tsunami

November 4, 2026November 5, 2026

Let’s Talk Blue Waves

November 1, 2026November 2, 2026

Lagarde Versus Le Pen?

October 29, 2026October 30, 2026

Duly Noted

US Jobless Claims Chase History

November 5, 2026November 7, 2026

Tech Got No Love This Earnings Season

November 3, 2026November 8, 2026

These 2 Charts Show Overnight Shift In Market Sentiment On Spain

October 5, 2017

And it’s a good thing…

Read More

Leave a Comment on These 2 Charts Show Overnight Shift In Market Sentiment On Spain

Matt Drudge Tweets Picture Of 6-Year-Old Billboard, Traffic Camera – Says Communist Takeover Imminent

October 5, 2017October 5, 2017

“Speaking of fake news that lawmakers need to investigate”…

Read More

1 Comment on Matt Drudge Tweets Picture Of 6-Year-Old Billboard, Traffic Camera – Says Communist Takeover Imminent

‘Cue The Return Of The Dour Mood’

October 5, 2017

“The glass half-full approach. But caution, mistrust, the search for competitive advantage or outright blunders by the powers-that-be risk exacting a very steep cost. Unless, of course, all the alleged bubbles people rail about are your bread and butter.”

Read More

Leave a Comment on ‘Cue The Return Of The Dour Mood’

Did The Bell Just Ring? Or Is This The Ultimate Contrarian Indicator?

October 5, 2017

“You decide.”

Read More

2 Comments on Did The Bell Just Ring? Or Is This The Ultimate Contrarian Indicator?

‘Hi, I’m Rex Tillerson And My Life Is A Living Hell’

October 5, 2017October 5, 2017

“But that was a stupid thought. And that I thought it proves that it is I, in fact, who has the bad brain.”

Read More

1 Comment on ‘Hi, I’m Rex Tillerson And My Life Is A Living Hell’

Trump Says Senate Should Start Investigating The Media – But Not Alex Jones And His ‘Amazing Reputation’

October 5, 2017

And on the off chance anyone has forgotten…

Read More

2 Comments on Trump Says Senate Should Start Investigating The Media – But Not Alex Jones And His ‘Amazing Reputation’

Coughing Fits, Stunts, And Letters Falling Off The Wall: Pound Falls As May Meets Her Waterloo

October 5, 2017

“If collapsing props, coughing fits and a comic interruption are all that matter than politics truly is all about style rather than substance.”

Read More

1 Comment on Coughing Fits, Stunts, And Letters Falling Off The Wall: Pound Falls As May Meets Her Waterloo

Jimmy Carter: Here’s What I Know About North Korea

October 5, 2017

“There is no remaining chance that it will agree to a total denuclearization, as it has seen what happened in a denuclearized Libya and assessed the doubtful status of U.S. adherence to the Iran nuclear agreement.” 

Read More

14 Comments on Jimmy Carter: Here’s What I Know About North Korea

Key Calls (Thursday): Upgrades, Downgrades & Initiations

October 5, 2017October 5, 2017

You need an upgrade.

Read More

Leave a Comment on Key Calls (Thursday): Upgrades, Downgrades & Initiations

‘The Risk Remains Large’: Updating The VIX ETP ‘Doom Loop’

October 4, 2017

“With VIX futures several points below their historical average, a several point move would not be a tail scenario.”

Read More

1 Comment on ‘The Risk Remains Large’: Updating The VIX ETP ‘Doom Loop’

‘He Hates Trump’: Aides Wanted Tillerson To Resign Today For Calling Their Boss A Moron

October 4, 2017October 4, 2017

“In a perfect world” he would have quit right then and there, another said.

Read More

21 Comments on ‘He Hates Trump’: Aides Wanted Tillerson To Resign Today For Calling Their Boss A Moron

How We Got Here – For Dummies.

October 4, 2017October 4, 2017

“The further on we get from the crisis while still operating in a regime characterized by crisis-era policies, the more difficult it becomes for investors to remember a time”…

Read More

Leave a Comment on How We Got Here – For Dummies.

Moronic.

October 4, 2017October 4, 2017

“To be a moron.”

Read More

Leave a Comment on Moronic.

Bubbles, Bubbles, Everywhere…

October 4, 2017

“Bubbles, bubbles, every where, Nor any one to pop.”

Read More

Leave a Comment on Bubbles, Bubbles, Everywhere…

‘Volatility Would Return With A Vengeance’: Kocic Warns On Warsh And The Rebuilding Of The Fourth Wall

October 4, 2017October 4, 2017

“However, giving up transparency and sticking unconditionally to policy rules, i.e. rebuilding the fourth wall, carries with it enormous risks.”

Read More

3 Comments on ‘Volatility Would Return With A Vengeance’: Kocic Warns On Warsh And The Rebuilding Of The Fourth Wall

‘White, Still’: The Myth Of The White Eclipse

October 4, 2017

“Many of the unfair ‘opportunity hoarding’ mechanisms used by the upper middle class have racist origins – exclusionary zoning, legacy preferences, for instance – and now serve to entrench class positions, as well as racial gaps.”

Read More

Leave a Comment on ‘White, Still’: The Myth Of The White Eclipse

‘Truth-Loving Soul’ Jeff Gundlach Tweets 140 Characters Of Pure Bullshit

October 4, 2017October 4, 2017

“I am a scorpion.”

Read More

Leave a Comment on ‘Truth-Loving Soul’ Jeff Gundlach Tweets 140 Characters Of Pure Bullshit

There Are No Atheists In Foxholes

October 4, 2017

“Here is my new prediction.”

Read More

Leave a Comment on There Are No Atheists In Foxholes

Geopolitical Rubber (Bullet) Hits The Road: Catalonia Shocks Market

October 4, 2017

Or is this just another bump in that familiar road to new highs for global equities? 

Read More

3 Comments on Geopolitical Rubber (Bullet) Hits The Road: Catalonia Shocks Market

Duke Professor: Trump Is A Textbook Racist – Literally

October 4, 2017October 4, 2017

“As a professor who researches and teaches courses on the health effects of race, racism and inequality, I can assure you that the president’s defenders are wrong. Trump is a racist.”

Read More

Leave a Comment on Duke Professor: Trump Is A Textbook Racist – Literally

Tillerson: Trump Is ‘A Moron’

October 4, 2017October 4, 2017

Tillerson stunned a handful of senior administration officials when he called the president a “moron” after a tense two-hour long meeting in a secure room at the Pentagon called “The Tank,” according to three officials who were present or briefed on the incident.

Read More

2 Comments on Tillerson: Trump Is ‘A Moron’

Who’s Ready To Send Chinese Stocks Screaming Higher?!

October 4, 2017October 4, 2017

That said, being aware is infinitely better than being oblivious.

Read More

1 Comment on Who’s Ready To Send Chinese Stocks Screaming Higher?!

If Only Stephen Paddock Had Shouted ‘Allahu Akbar!’

October 4, 2017

“No, no, no. Then we know what we’d be doing. We’d be scheduling immediate hearings in Congress about the worst domestic terrorism event since 9/11. Then Donald Trump would be tweeting every hour “I told you so,” as he does minutes after every terror attack in Europe, precisely to immediately politicize them.”

Read More

2 Comments on If Only Stephen Paddock Had Shouted ‘Allahu Akbar!’

Key Calls (Wednesday): Upgrades, Downgrades & Initiations

October 4, 2017October 4, 2017

You need an upgrade.

Read More

Leave a Comment on Key Calls (Wednesday): Upgrades, Downgrades & Initiations

Goldman Puts A Number On It: Here’s How Much The S&P Rises If Tax Reform Gets Done

October 3, 2017October 3, 2017

“These estimates contain considerable uncertainty.”

Read More

1 Comment on Goldman Puts A Number On It: Here’s How Much The S&P Rises If Tax Reform Gets Done

Trump Has Shortlist For Fed, Yellen Not Expected To Get The Nod

October 3, 2017October 3, 2017

“Now what do you got? Anarchy. You got anarchy.”

Read More

2 Comments on Trump Has Shortlist For Fed, Yellen Not Expected To Get The Nod

BlackRock Won’t Touch Bitcoin, But They’ll Gladly Sell You An ETF Nightmare

October 3, 2017October 3, 2017

“…to all the Bitcoin fans and crypto-crazies out there, I’ve got good news: I’m siding with you on this one.”

Read More

2 Comments on BlackRock Won’t Touch Bitcoin, But They’ll Gladly Sell You An ETF Nightmare

Posts pagination

Previous 1 … 627 628 629 … 765 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • therealheisenberg on Megaspeed Indeed. (Two Huangs Don’t Make A Right)
  • John3D on Megaspeed Indeed. (Two Huangs Don’t Make A Right)
  • Caribbean Breeze on Megaspeed Indeed. (Two Huangs Don’t Make A Right)
  • John L on Rasputin Presiding

Monthly Letters

The Arbitrageur

October 29, 2026October 29, 2026

To Be Happy

September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

Questions, tips or inquiries of any kind: [email protected]

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2026.

Upgrade your subscription

Join institutional investors, analysts and strategists from the world's largest banks
Subscribe now for just $7

Already a subscriber? Log in here

Loading Comments...

You must be logged in to post a comment.